Kellie Walter is a Client Service Manager on the SC&H Wealth team and possesses more than 20 years of industry experience. With 15 of those years at SC&H, Kellie provides valuable support to the financial advisory team and assists in the delivery and implementation of financial plans. Each client situation is different, and her extensive experience in customer service, operations, and personal financial planning gives Kellie a unique understanding of short-term and long-term planning goals and objectives.
Kellie’s various roles throughout her professional career have given her a wealth of understanding pertaining to financial services account management and operations. During her time with SC&H, Kellie has been nominated several times by her coworkers for the SC&H Employee Recognition program for her hard work and dedication.
A graduate from Frostburg University with a bachelor’s degree in business administration with a concentration in marketing, Kellie also maintains her Series 65 license and is a registered investment adviser representative.
A board member and coach for the Hereford Soccer Club and the Director of her community’s Home Owner’s Association, she enjoys staying active in her community.
The mother of five sons, Kellie is always busy – at work, at home, and on the sports field – and jokingly refers to managing her sports calendar as her second full-time job.
